Shane Patrick O'MAlley

Current Employers

Employment History

• 09/2013 → 01/2024
  Woodbury Financial Services, Inc.
  Johnston, IA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Johnston, IA

Previous Registrations

• 2013-09-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  Johnston, IA
  Naples, FL
  Johnston, IA
  Granger, IA
• 2012-01-03 → 2013-10-11
  Investment Advisors Corp
  W. Des Moines, IA
  Waukee, IA
  Johnston, IA
• 2011-01-03 → 2011-12-20
  Wells Fargo Clearing Services, Llc
  West Des Moines, IA
  Des Moines, IA
  Des Moines, IA
• 2004-03-02 → 2011-01-03
  Wells Fargo Investments, Llc
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA

Other Businesses

1. O'MALLEY WEALTH MANAGEMENT GROUP, LLC. DBA FOR SECURITIES BUSINESS 2. SHANE O'MALLEY POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/13/2017 ADDRESS: 5623 NW 86th St.., Suite 400, Johnston IA 50131, United States DESCRIPTION: I provide fixed insurance products through the Woodbury grid. 3. THETA ZETA CORP, INC POSITION: Board of Director NATURE: Fraternity Alumni Housing Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 2140 SUGAR CREEK DR., Waukee IA 50263, United States DESCRIPTION: Member of the Board, appointed as Treasurer. No check writing abilities. Title only, President authorizes transactions....all electronic ACH. 4. OMALLEY RENTALS POSITION: Owner NATURE: Rental Home INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2010 ADDRESS: 925 16th St., West Des Moines IA 50266, United States DESCRIPTION: I own a rental home.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-27
• S63 Uniform Securities Agent State Law Examination
  2000-02-29

Designations

Other Names

• Shane Patrick Omalley